See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,183 | $60,349+67.7% | $74,183+36.4% | $62,891+60.9% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 5.25% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,232 | $1,680-26.7% | $2,370-48.0% | $2,281-46.0% |
| Participant deferral / active EE | $2,877 | $2,856+0.7% | $3,550-19.0% | $3,203-10.2% |
| Admin fee / account holder | $25,547 | $4,261+499.5% | $5,586+357.4% | $4,296+494.7% |